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Objective

The Balanced portfolio seeks to provide investors with a balance of long-term capital appreciation and current income. The Portfolio invests primarily in a diversified portfolio of common stocks of U.S. companies, investment-grade debt securities; and cash equivalents securities. Aggressive market timing is avoided. Shifts from one asset class to another are normally made in increments of 5% or less. The equity securities will be of the type and have the same selection criteria as the Large Cap Equity Portfolio. Fixed-income securities held in the Portfolio will be of the type and have the same criteria as the Intermediate Fixed Income Portfolio.
 

Available Investment Vehicles

Mutual Fund - Original
Inception Date 5/10/1994
Symbol RIMBX
Expense Ratio 1.16%
Sales Load N/A
12b-1 Fees 0.25%
Minimum Investment $2,500
Minimum through Schwab and Fidelity $2,500
 
Growth stocks typically are more volatile than value stocks; however, value stocks have a lower expected growth rate in earnings and sales.  Mutual fund investing involves risk; principal loss is possible.  Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities.  Investments in asset-backed and mortgage-backed securities include additional risks such as credit and prepayment risks, possible illiquidity and default and susceptibility to adverse economic developments.
 
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